Managing wealth is an involved process that requires an ongoing commitment, and the discipline to limit emotionally driven investment decisions. We have a dedicated team of investment professionals with the experience to adapt to changes in market conditions and discern actionable opportunities from market noise. Our focus is providing unbiased advice with the goal of allowing clients to enjoy the satisfaction that comes with a successful investing experience.
Our investment philosophy is summarized by the following principles:
· Protecting Wealth | Risk Management
|
Novice and professionals investors alike have biases. Our fundamental bias is protection against significant and unrecoverable loss. Successful investing doesn’t necessarily mean “beating the market” every quarter. A successful investment program is one that is compatible with your lifestyle, risk tolerance and long-term goals. Properly accepting or mitigating risk will be better determinants of long-term performance than short-term performance influenced decisions. We firmly believe in the power of compounding and that loss minimization is key to long-term growth.
|
· Thinking Outside the Box | Creative Investing
|
We believe traditional investments (stocks and bonds) are a fundamental part of a balanced portfolio. We also believe alternative strategies and asset classes (real estate, hedge funds, etc.) play a role in balanced portfolios and are complementary to the traditional investments. Investing beyond the traditional provides the potential for additional return sources, diversification and risk reduction. We believe portfolios combining both traditional and alternative investments can better create an optimal risk/return profile.
|
· Marriage of Investing with Planning | Holistic Approach
|
Every client has unique objectives, risk tolerance, time horizon, income needs, etc. In order to build an appropriate investment plan, the investment team works closely with the wealth advisors to understand the goals, flexibility and constraints of each client. The combined efforts of the investment and advisory teams create a comprehensive investment solution that fits the unique parameters of each client.
|
Three Phase Investment Process
|
|
|
